See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,321 | $57,281-97.7% | $86,612-98.5% | $75,163-98.2% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 30.36% | 2670.75%-2640.4pp | 591.07%-560.7pp | 160.62%-130.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $929 | $3,318-72.0% | $4,438-79.1% | $4,125-77.5% |
| Admin fee / account holder | $8 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |